# ![@OnlyCFO Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1175187383945351168.png) @OnlyCFO OnlyCFO

OnlyCFO posts on X about ai, software, cfo, growth the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1175187383945351168/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1175187383945351168/c:line/m:interactions.svg)

- [--] Week [-------] +898%
- [--] Month [-------] +696%
- [--] Months [---------] +465%
- [--] Year [---------] +66%

### Mentions: [--] [#](/creator/twitter::1175187383945351168/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1175187383945351168/c:line/m:posts_active.svg)

- [--] Months [---] +52%
- [--] Year [---] +3.70%

### Followers: [------] [#](/creator/twitter::1175187383945351168/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1175187383945351168/c:line/m:followers.svg)

- [--] Week [------] +0.33%
- [--] Month [------] +1.60%
- [--] Months [------] +8.60%
- [--] Year [------] +17%

### CreatorRank: [-------] [#](/creator/twitter::1175187383945351168/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1175187383945351168/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  24.07% [technology brands](/list/technology-brands)  7.41% [stocks](/list/stocks)  6.48% [countries](/list/countries)  1.85% [social networks](/list/social-networks)  0.93%

**Social topic influence**
[ai](/topic/ai) #4524, [software](/topic/software) 8.33%, [cfo](/topic/cfo) 5.56%, [growth](/topic/growth) 4.63%, [model](/topic/model) 4.63%, [fine](/topic/fine) #431, [we are](/topic/we-are) 3.7%, [business](/topic/business) 3.7%, [ipo](/topic/ipo) 3.7%, [public](/topic/public) 3.7%

**Top accounts mentioned or mentioned by**
[@georgearison](/creator/undefined) [@amendandpretend](/creator/undefined) [@rayhespen](/creator/undefined) [@jaredsleeper](/creator/undefined) [@jessetinsley](/creator/undefined) [@johnnyginkle_76](/creator/undefined) [@notionhq](/creator/undefined) [@konnorandersen](/creator/undefined) [@johnnyginkle76](/creator/undefined) [@mainstreet](/creator/undefined) [@jonahlupton](/creator/undefined) [@coorslightceo](/creator/undefined) [@austen](/creator/undefined) [@deel](/creator/undefined) [@mratable](/creator/undefined) [@aberlawfirm](/creator/undefined) [@scot40137347340](/creator/undefined) [@secretcfo](/creator/undefined) [@nyoungdumb](/creator/undefined) [@palmettomaple](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [ServiceNow Inc (NOW)](/topic/servicenow) [Cloudflare, Inc. (NET)](/topic/cloudflare)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Its insane that accounting firms have this much headcount. I am not even talking about the impact of AI With AI capabilities we have today These firms could be 50% the size and be just fine. Audit and tax is perfect for AI. Whats going to happen to all these professional services firms Many people not familiar with the industry will think these firms will get wiped out. Not going to happen. These firms have the greatest AI resistant moat availablea highly trusted brand where the only thing that matters to customers is trust (at least for their audit and tax services). This gives them high"  
[X Link](https://x.com/OnlyCFO/status/2022300046763397347)  2026-02-13T13:21Z 31.3K followers, 216.8K engagements


"Yes this is global headcountSo US profitability alone is much higher. And yes these firms do more than audit and tax but 50% of revenue comes from there"  
[X Link](https://x.com/OnlyCFO/status/2022368210516099156)  2026-02-13T17:52Z 31.3K followers, [----] engagements


"@amendandpretend Auditor: you guys spent $10M to sponsor a fake race so we are pretty sure you will just pay us $3M in audit fees and not ask questions"  
[X Link](https://x.com/OnlyCFO/status/2022395818641363177)  2026-02-13T19:41Z 31.3K followers, [----] engagements


"This is $1B higher than their last Series C valuation Butactually its better than the headline valuation because investors are getting common stock vs preferred We just held a tender that allowed current and former @NotionHQ employees to sell a portion of their vested shares at an $11B valuation. As part of the tender we also removed the one-year vesting cliff on options so almost every Notion employee had the opportunity to We just held a tender that allowed current and former @NotionHQ employees to sell a portion of their vested shares at an $11B valuation. As part of the tender we also"  
[X Link](https://x.com/OnlyCFO/status/2015913028559241645)  2026-01-26T22:21Z 31.1K followers, [----] engagements


"We cant work with that startup because they are not SOC [--] Type [--] compliant Hey Moltbot here is my credit card info and all my passwords. Do something cool. Make no mistakes"  
[X Link](https://x.com/OnlyCFO/status/2018098090209874332)  2026-02-01T23:04Z 31.1K followers, 27.3K engagements


"CMO after removing all instances of SaaS and replacing with AI-native"  
[X Link](https://x.com/OnlyCFO/status/2018422312400273838)  2026-02-02T20:32Z 31.1K followers, 36.5K engagements


"@RayHespen Slow to innovate is def probably #1 was most SaaS companies Thanks Ray"  
[X Link](https://x.com/OnlyCFO/status/2019772367661072824)  2026-02-06T13:57Z 31.1K followers, [---] engagements


"The problem SaaS (non-AI) has right now: [--]. Top talent is leaving for hot AI companies [--]. Total anxiety about the future of their company [--]. Watching valuations (their equity) tank [--]. Innovation is moving too slow because of above [--]. Repeat AI companies are eating SaaS talent"  
[X Link](https://x.com/OnlyCFO/status/2019941868633747484)  2026-02-07T01:10Z 31.1K followers, [----] engagements


"The SaaS companies that survive will figure out how to keep top talent. The bottom 30%+ probably doesnt matter"  
[X Link](https://x.com/OnlyCFO/status/2019942188189380699)  2026-02-07T01:12Z 31.1K followers, [----] engagements


"@Konnor_Andersen Id rather keep the top 15% of talent at a SaaS company and lose the bottom 85% then the other way around"  
[X Link](https://x.com/OnlyCFO/status/2019953920823685281)  2026-02-07T01:58Z 31.2K followers, [---] engagements


"Updated the headcount table to include a SaaS company. Can't believe these accounting firms almost have as many employees as Docusign 🤯 Its insane that accounting firms have this much headcount. I am not even talking about the impact of AI With AI capabilities we have today These firms could be 50% the size and be just fine. Audit and tax is perfect for AI. Whats going to happen to all these professional https://t.co/bKkaZnbR5S Its insane that accounting firms have this much headcount. I am not even talking about the impact of AI With AI capabilities we have today These firms could be 50%"  
[X Link](https://x.com/OnlyCFO/status/2022384897411944859)  2026-02-13T18:58Z 31.3K followers, 48.7K engagements


"Startups ($25M ARR) do not need to be audited. Every Series A/B included an audit requirement for the next year and companies just followed that To make matters worse they often chose Big [--] Waste of money and time. Many of these companies have stagnant growth today and have wasted glorious amounts of money and time on the audits. Your VCs just to make sure you arent committing fraud at that stage. Send the your bank statements (takes [--] seconds) And after $25M ARR Get bids from multiple firms. You do NOT need a Big [--] audit. It does not me you are a legit company before the Big [--] did the audit."  
[X Link](https://x.com/OnlyCFO/status/2022434057817293178)  2026-02-13T22:13Z 31.3K followers, [----] engagements


"Very good read on building a high performance culture 👇 You will find poor performers in both remote and in office employees. But the successful teams build a culture of accountability and ownership (regardless of where you work) https://t.co/ZlyngVP95I https://t.co/ZlyngVP95I"  
[X Link](https://x.com/OnlyCFO/status/2020183714375069919)  2026-02-07T17:11Z 31.3K followers, 13.2K engagements


"@JaredSleeper Exactly. Not even factoring AI in these firms are massively overstaffed I dont expect a huge change anytime soon because of the customer lockin and how slow these firms move but.once a couple tier [--] firms do it and take market share everyone will suddenly jump"  
[X Link](https://x.com/OnlyCFO/status/2022336857342873670)  2026-02-13T15:47Z 31.3K followers, [----] engagements


"@johnnyginkle_76 Which part"  
[X Link](https://x.com/OnlyCFO/status/2022359605293257187)  2026-02-13T17:17Z 31.3K followers, [---] engagements


"Expensify paid $3M in audit fees in [----]. Insane. They had [---] employees and $140M of revenue.They are not complicated. The auditors could have literally redone the books for that much. Hope AI drives audit costs down (but not holding my breath it will happen anytime soon)"  
[X Link](https://x.com/OnlyCFO/status/2022372331344269612)  2026-02-13T18:08Z 31.3K followers, 32.1K engagements


"@JesseTinsley @MainStreet Yeah lots of companies stuff and fake work to make people feel good"  
[X Link](https://x.com/OnlyCFO/status/2022408416556376465)  2026-02-13T20:31Z 31.3K followers, [----] engagements


"@georgearison Yeah that also seems really high. AI has the capability to significantly reduce audit fees but I feel like these firms will figure out a way to keep prices high for a long time My prediction is a couple second tier firms will really use AI and make things more competitive"  
[X Link](https://x.com/OnlyCFO/status/2022806134491693338)  2026-02-14T22:52Z 31.3K followers, [--] engagements


"What company's revenue multiple drop 97% from the peak No I am not talking about one of Chamaths SPACs.I am talking about Zoom"  
[X Link](https://x.com/OnlyCFO/status/1662082094464647168)  2023-05-26T13:03Z 31.3K followers, 35.4K engagements


"SentinelOne made a $27M adjustment related to an error and change in methodology. Classic trick.bury the embarrassment of an error with a change in methodology They were including renewal ARR as new ARR when the contract also included an upsell"  
[X Link](https://x.com/OnlyCFO/status/1664649572701048832)  2023-06-02T15:06Z 31.3K followers, 103K engagements


"I want to do a post on best practices for properly setting up a CRM to recognize ARR. Who should I talked to Who wants to see this SentinelOne made a $27M adjustment related to an error and change in methodology. Classic trick.bury the embarrassment of an error with a change in methodology They were including renewal ARR as new ARR when the contract also included an upsell. https://t.co/N2fwKecvIS SentinelOne made a $27M adjustment related to an error and change in methodology. Classic trick.bury the embarrassment of an error with a change in methodology They were including renewal ARR as new"  
[X Link](https://x.com/OnlyCFO/status/1664662473046216706)  2023-06-02T15:57Z 31.3K followers, 26.3K engagements


"My most popular post is still how to read balance sheets for software companies. Lots of people intuitively understand the income statement basics but the balance sheet can be a bit harder https://www.onlycfo.io/p/how-to-read-balance-sheets-software https://www.onlycfo.io/p/how-to-read-balance-sheets-software"  
[X Link](https://x.com/OnlyCFO/status/1672611250365423616)  2023-06-24T14:22Z 31.3K followers, 25.7K engagements


"Investors talking with founders:"  
[X Link](https://x.com/OnlyCFO/status/1675123084259635203)  2023-07-01T12:44Z 31.3K followers, 12.4K engagements


"I regularly think about this Large staffs of successful startups are probably more the effect of growth than the cause. - Paul Graham"  
[X Link](https://x.com/OnlyCFO/status/1679627859500072960)  2023-07-13T23:04Z 31.3K followers, 10.7K engagements


"CFOs avoiding requests to join vendor sales calls"  
[X Link](https://x.com/OnlyCFO/status/1680234986526609410)  2023-07-15T15:16Z 31.3K followers, 30.9K engagements


"Dang. Was just about to write how well enterprise software is doing. It was a good run. Enterprise software is where the money is going Enterprise software is where the money is going"  
[X Link](https://x.com/OnlyCFO/status/1681095332795654144)  2023-07-18T00:15Z 31.3K followers, 16.8K engagements


"Me when a company says not all ARR is recurring"  
[X Link](https://x.com/OnlyCFO/status/1685749238033272832)  2023-07-30T20:28Z 31.3K followers, 11.6K engagements


"Twilio changed AE comp plans to be based on gross profit (revenue - COGS) rather than the traditional way of just revenue More companies should align incentives with margins Or have better discounting controls You can spot the mediocre reps by how frequent/high they discount"  
[X Link](https://x.com/OnlyCFO/status/1689282885876899840)  2023-08-09T14:30Z 31.3K followers, 43.1K engagements


"Breaking News: Cisco renews annual Splunk subscription Cisco buying Splunk for $28 billion in cash. Cisco buying Splunk for $28 billion in cash"  
[X Link](https://x.com/OnlyCFO/status/1704832002493763818)  2023-09-21T12:16Z 31.3K followers, 12.4K engagements


"Funny how many tech companies are being held hostage by employees. They are still drunk on ZIRP era rules The demand list is long: -Promotions every year -Regular non-merit based raises -Talk about culture and political correctness more than actual work -Refuse to work in an office [---] hour work week tops -Must make us feel special"  
[X Link](https://x.com/OnlyCFO/status/1709562739432272360)  2023-10-04T13:34Z 31.3K followers, 55.6K engagements


"The majority of [----] unicorns would be thrilled to exit at 67% their prior valuation"  
[X Link](https://x.com/anyuser/status/1712457433459949614)  2023-10-12T13:17Z 31.3K followers, 19K engagements


"Some people take B2B software too seriously We are just helping other businesses sell to other business to sell to other business so that at the end of the day we can sit at home and watch Netflix"  
[X Link](https://x.com/OnlyCFO/status/1712841497064747495)  2023-10-13T14:43Z 31.3K followers, 27.2K engagements


"Instead of losing 34% ($43m) the most recent investors of Loom got their investment back. Meanwhile the last Instacart investors have lost 80% ($209m). The difference is how they exited. IPO wipes the VC liquidation preference while an acquisition keeps it. Loom Series C investors should be happy with a 1x return given the environment"  
[X Link](https://x.com/OnlyCFO/status/1713593768996462650)  2023-10-15T16:32Z 31.3K followers, 49.2K engagements


"Auditors trying to validate a 409A is hilarious Auditor: So why do you think you can grow revenue 100% Me: Because Excel says its true Auditor: Makes sense. Writes Per convo with CFO it seems reasonable"  
[X Link](https://x.com/OnlyCFO/status/1714775604283969809)  2023-10-18T22:48Z 31.3K followers, 12.9K engagements


"Me giving department heads additional budget"  
[X Link](https://x.com/OnlyCFO/status/1715359745559736800)  2023-10-20T13:30Z 31.3K followers, 31K engagements


"Interpreting CFO speak can be confusing. Let me help translate: We have to balance growth and profitability = find someone to fire "If there is extra budget" = No "Maybe next quarter" = Also no AI can unlock efficiency = you are being replaced by AI Macro uncertainty = forecast is definitely wrong "2021 was an unusual time" = Stop asking for raises and promotions. You are still paid way too much "We will grow into our valuation" = we are probably going out of business "Economic headwinds" = Layoffs are coming "Based on complex accounting rules" = I want to end this conversation "There are"  
[X Link](https://x.com/OnlyCFO/status/1724784520359276936)  2023-11-15T13:40Z 31.3K followers, 73.9K engagements


"200 software IPOs in the past [--] years [----] software companies dreaming of an IPO next year. Should be fine"  
[X Link](https://x.com/OnlyCFO/status/1724881447000084770)  2023-11-15T20:05Z 31.3K followers, 109K engagements


"No matter how smart someone is If they act like this then they will be a net negative to a company"  
[X Link](https://x.com/OnlyCFO/status/1727335488099618891)  2023-11-22T14:37Z 31.3K followers, 49.2K engagements


"@JonahLupton Why troll one of the greatest software founders when they are just trying to help Dumb"  
[X Link](https://x.com/OnlyCFO/status/1727335807026151860)  2023-11-22T14:38Z 31.3K followers, 24.7K engagements


"Marc founded one of the biggest software companies in the world He is reaching out to help And this guy trolls him and screenshots DMs to reject his offer for Twitter likes. Dumb"  
[X Link](https://x.com/OnlyCFO/status/1727336660726415509)  2023-11-22T14:42Z 31.3K followers, 50.4K engagements


"@CoorsLightCEO Yeah think it has gotten to their heads a little bit"  
[X Link](https://x.com/OnlyCFO/status/1727338613258825802)  2023-11-22T14:49Z 31.3K followers, 36K engagements


"If Marc offers to speak with you.you say yes"  
[X Link](https://x.com/OnlyCFO/status/1727457240419029260)  2023-11-22T22:41Z 31.3K followers, 22.7K engagements


"Friendly reminder that MQLs dont put turkey on the Thanksgiving table. Only closed deals can do that"  
[X Link](https://x.com/OnlyCFO/status/1727469274397282711)  2023-11-22T23:29Z 31.3K followers, 16.4K engagements


"Im not worried about AI risk to my job AI will try build an Excel model of facts My Excel financial models contain more fiction than a Stephen King novel"  
[X Link](https://x.com/OnlyCFO/status/1728888531823869976)  2023-11-26T21:28Z 31.3K followers, 17.8K engagements


"Startup pain will continue"  
[X Link](https://x.com/OnlyCFO/status/1730677400621744575)  2023-12-01T19:57Z 31.3K followers, 24.9K engagements


"Me asking companies about their valuation"  
[X Link](https://x.com/OnlyCFO/status/1731374188236353850)  2023-12-03T18:05Z 31.3K followers, 15.8K engagements


"Guaranteed this guy wouldnt have gotten to the top by jumping around every couple of years. Tech folks think they will be better off continually jumping to the next title/pay bump. Find a great boss and a good company and stick around"  
[X Link](https://x.com/OnlyCFO/status/1733511665944309929)  2023-12-09T15:39Z 31.3K followers, 21.9K engagements


"Should Customer Success be COGS or OpEx Here is my answer to the highly debated question. https://www.onlycfo.io/p/is-customer-success-cogs-or-opex https://www.onlycfo.io/p/is-customer-success-cogs-or-opex"  
[X Link](https://x.com/OnlyCFO/status/1733857845853180288)  2023-12-10T14:34Z 31.3K followers, 29.2K engagements


"ServiceNows growth endurance over the past decade is incredible. And they are still growing 23% at $9B in revenue"  
[X Link](https://x.com/OnlyCFO/status/1735027450927833396)  2023-12-13T20:02Z 31.3K followers, 21.8K engagements


"People use to think software companies were all about innovation. Turns out we are more about distribution. The average public cloud company spends 161% more on S&M than R&D"  
[X Link](https://x.com/OnlyCFO/status/1735064556513419564)  2023-12-13T22:30Z 31.3K followers, 28.5K engagements


"The highest revenue multiple companies spend 1.6x on S&M than R&D But the more spent on S&M isnt better🧵"  
[X Link](https://x.com/OnlyCFO/status/1737164229126599083)  2023-12-19T17:33Z 31.3K followers, 42.7K engagements


"All I want for Christmas is a software IPO every week for the next [--] years"  
[X Link](https://x.com/OnlyCFO/status/1738977670514524470)  2023-12-24T17:39Z 31.3K followers, 35.7K engagements


"Proper sales capacity planning is critical for all companies especially those with big targets and want to remain efficient. I just added a sales capacity planning model to my templates. Full model in 🧵"  
[X Link](https://x.com/OnlyCFO/status/1739764750182154251)  2023-12-26T21:46Z 31.3K followers, 83.2K engagements


"I removed the paywall off my templates for the next week. And I just added a sales capacity planning model Check them all out and let me know what templates I should add next Proper sales capacity planning is critical for all companies especially those with big targets and want to remain efficient. I just added a sales capacity planning model to my templates. Full model in 🧵 https://t.co/f9Vs9SYL7n Proper sales capacity planning is critical for all companies especially those with big targets and want to remain efficient. I just added a sales capacity planning model to my templates. Full"  
[X Link](https://x.com/OnlyCFO/status/1739776104460898413)  2023-12-26T22:32Z 31.3K followers, 61.6K engagements


"I removed the paywall to my accounting templates for the next week. Hopefully these will get you started or improve current processes. What other templates do you want to see See 🧵 for templates"  
[X Link](https://x.com/OnlyCFO/status/1740014618775593466)  2023-12-27T14:19Z 31.3K followers, 52.1K engagements


"The new tax rule (Section 174) is causing lots of issues for software companies. R&D can now only offset revenue over [--] - [--] years. This is creating huge cash flow problems for many companies. In the example below of an early stage company they owe almost $200k more in taxes"  
[X Link](https://x.com/OnlyCFO/status/1740373529911251132)  2023-12-28T14:05Z 31.3K followers, 36.9K engagements


"@Austen Real reason is likely LIFOlast in first out Cloudflare is sticking with the proven top reps. Unfortunate for those impacted but it happens when a company downsizes HR rationale obviously could have been better"  
[X Link](https://x.com/OnlyCFO/status/1745662543740416092)  2024-01-12T04:22Z 31.3K followers, 178.7K engagements


"Deep dive into creating commission plans. Below are all the topics I covered. Would love to hear feedback or things people do differently. See 🧵for full post"  
[X Link](https://x.com/OnlyCFO/status/1747810903876419632)  2024-01-18T02:39Z 31.3K followers, 32.4K engagements


"Some of us struggle differently than others"  
[X Link](https://x.com/OnlyCFO/status/1748742598960033895)  2024-01-20T16:21Z 31.3K followers, 11.6K engagements


"Youre hiding quite a large amount of real expenses under that adjusted EBITDA are you not"  
[X Link](https://x.com/OnlyCFO/status/1755320199769972759)  2024-02-07T19:58Z 31.3K followers, [----] engagements


"Every CFOs worst nightmare. A typo caused shares to surge by 60% before the CFO corrected it. Someone will get blamed but it would have had been reviewed by lots of people and they all missed it"  
[X Link](https://x.com/OnlyCFO/status/1757539119763493099)  2024-02-13T22:55Z 31.3K followers, 14.6K engagements


"Heard a founder saying he doesnt like to get on sales calls because it might make his company look small That company is not going to make it The best CEOs find the time to constantly talk to prospects and customers"  
[X Link](https://x.com/OnlyCFO/status/1759760542259175807)  2024-02-20T02:03Z 31.3K followers, 15.4K engagements


"If you own a substantial process at your company and randomly get asked to document it. Then start looking for another job asap Have talked to lots of people who said the request was 2-3 weeks before a layoff"  
[X Link](https://x.com/OnlyCFO/status/1766464298887610537)  2024-03-09T14:01Z 31.3K followers, 21K engagements


"Many people take B2B software too seriously 99% of us are just helping other businesses sell to other business to sell to other business so at the end of the day we can watch murderer documentaries on Netflix Just a reminder to take real vacations"  
[X Link](https://x.com/OnlyCFO/status/1767541417306661233)  2024-03-12T13:21Z 31.3K followers, 12.7K engagements


"Had this exact conversation with a unicorn company CMO today"  
[X Link](https://x.com/OnlyCFO/status/1767719382065766589)  2024-03-13T01:08Z 31.3K followers, 12.4K engagements


"ServiceNow has maintained one of the highest revenue growth endurances over a long period of time. Is there any software company that is better From $130m in revenue to $10.6B in [--] years"  
[X Link](https://x.com/OnlyCFO/status/1770812892415221974)  2024-03-21T14:01Z 31.3K followers, 17.6K engagements


"The difference between a mediocre rep and a great rep is huge. Below illustrates the difference between two seemingly mediocre reps. But the worse rep is bringing in $600k more in LTV The quality of customers and discounting used on those sales can make a BIG difference"  
[X Link](https://x.com/OnlyCFO/status/1771917390747742709)  2024-03-24T15:10Z 31.3K followers, 19.2K engagements


"Financial signs of weak product-market fit (PMF) 🚩When management has multiple signs over a longer period and they constantly blame macro conditions"  
[X Link](https://x.com/OnlyCFO/status/1780219309517844645)  2024-04-16T12:58Z 31.3K followers, 36.1K engagements


"When an investor asks me about our long CAC payback period"  
[X Link](https://x.com/OnlyCFO/status/1780667823414796761)  2024-04-17T18:41Z 31.3K followers, 11.6K engagements


"CFO friend just saved $150k on a software vendor (35%) by saying they had a hard budget cap. Nothing else really changed in the contract But they knew they were one of their larger customers and they really didnt want a logo churn"  
[X Link](https://x.com/OnlyCFO/status/1785071794657095713)  2024-04-29T22:20Z 31.3K followers, 17.8K engagements


"This makes perfect sense"  
[X Link](https://x.com/OnlyCFO/status/1794720313433096373)  2024-05-26T13:20Z 31.3K followers, 72.9K engagements


"Lots of people realizing that Excel is actually just fine for a lot of things"  
[X Link](https://x.com/OnlyCFO/status/1806804554518089832)  2024-06-28T21:39Z 31.3K followers, 44.8K engagements


"Your CFO uses a Mac and Google Sheets"  
[X Link](https://x.com/OnlyCFO/status/1807047914918957563)  2024-06-29T13:46Z 31.3K followers, 137.4K engagements


"Questions I always ask when someone says they need a tool"  
[X Link](https://x.com/OnlyCFO/status/1807086463135412360)  2024-06-29T16:19Z 31.3K followers, 54.5K engagements


"Interpreting CFO speak can be confusing. Let me help translate: We have to balance growth and profitability = find someone to fire AI unlocks efficiencies = who else can we fire Lets document your processes in detail = you are the one being fired "There are smart people everywhere" = Can someone in the Philippines do this "If there is extra budget" = No "Maybe next quarter" = Also no Due to Macro uncertainty = forecast is definitely wrong "2021 was an unusual time" = Stop asking for raises and promotions. You are still paid way too much "Economic headwinds" = Layoffs are coming "Based on"  
[X Link](https://x.com/OnlyCFO/status/1815725776077222088)  2024-07-23T12:28Z 31.3K followers, 18.8K engagements


"CFOs when they save $500 by suggesting a cut of [--] unused Salesforce licenses"  
[X Link](https://x.com/OnlyCFO/status/1817226963863642420)  2024-07-27T15:54Z 31.3K followers, 34.6K engagements


"Me after replacing 90% of our software tools with Excel"  
[X Link](https://x.com/OnlyCFO/status/1817556529446568311)  2024-07-28T13:43Z 31.3K followers, [----] engagements


"Fractional CFOs with [--] years of total working experience helping clients"  
[X Link](https://x.com/OnlyCFO/status/1817740723074281800)  2024-07-29T01:55Z 31.3K followers, 25.9K engagements


"Me trying to use Google Sheets and a Mac to build financial models"  
[X Link](https://x.com/OnlyCFO/status/1820104870877413865)  2024-08-04T14:29Z 31.3K followers, 22.3K engagements


"SaaS returns versus the rest of the market since [----]. SaaS is down 50% while QQQ is up 39%"  
[X Link](https://x.com/OnlyCFO/status/1822286395831959776)  2024-08-10T14:58Z 31.3K followers, 19.7K engagements


"My top [--] career tips: [--]. Simply do what you say when you say you will do it [--]. Do good work every time [--]. Dont get too wrapped up in your career. Being a miserable person is bad for a career (especially divorce) [--]. Work hard if you like your job - youre lucky act like it"  
[X Link](https://x.com/OnlyCFO/status/1825167385328079198)  2024-08-18T13:46Z 31.3K followers, [----] engagements


"2004: Excel can be used for everything [----] - 2023: We need specialized software for everything 2024: Excel solves all business problems"  
[X Link](https://x.com/OnlyCFO/status/1827051140313444447)  2024-08-23T18:31Z 31.3K followers, 19K engagements


"CFOs trying to negotiate down their Salesforce contract. Sorry sir if you reduce licenses then you lose your discount and your price actually increases"  
[X Link](https://x.com/OnlyCFO/status/1829594339187753054)  2024-08-30T18:57Z 31.3K followers, 25.9K engagements


"People use to think software companies were all about innovation. Turns out sales is what makes the software world go round. The average public cloud company spends 161% more on S&M than R&D Below is from an old short report on ServiceNow :)"  
[X Link](https://x.com/OnlyCFO/status/1832029195423142159)  2024-09-06T12:12Z 31.3K followers, 17K engagements


"Companies with the highest returns since close of day [--] being public for all cloud companies that went public since [----] Yes this is top [--] which means the remaining are worse"  
[X Link](https://x.com/OnlyCFO/status/1832200214620623006)  2024-09-06T23:32Z 31.3K followers, 33.5K engagements


"The concept of ARR is dying: [--]. Consumption pricing can be very volatile [--]. Revenue from AI are experiments (high churn) [--]. Revenue from traditional SaaS will see much higher churn in the future Customer retention is key to the SaaS model (and ARR) and its tanking for many"  
[X Link](https://x.com/OnlyCFO/status/1842229803803693560)  2024-10-04T15:46Z 31.3K followers, 13.9K engagements


"Budget planning for 2025"  
[X Link](https://x.com/OnlyCFO/status/1852494537224040502)  2024-11-01T23:34Z 31.3K followers, 11K engagements


"The CFO when discussing [----] budgets"  
[X Link](https://x.com/OnlyCFO/status/1869789127526518851)  2024-12-19T16:57Z 31.3K followers, [----] engagements


"I think I have told [---] salespeople Lets catch up next year in [----]. I fear what will happen tomorrow"  
[X Link](https://x.com/OnlyCFO/status/1874180404993044625)  2024-12-31T19:46Z 31.3K followers, [----] engagements


"Me deciding revenue targets for [----] without talking to anyone"  
[X Link](https://x.com/anyuser/status/1878155318578028715)  2025-01-11T19:01Z 31.3K followers, 45.7K engagements


"CFO waiting for the right time to say Can this just be done in Excel"  
[X Link](https://x.com/OnlyCFO/status/1880278110685495506)  2025-01-17T15:36Z 31.3K followers, [----] engagements


"Evaluating vendors in [----] 80% of B2B software is just trying to replace Excel and most dont do a very good job"  
[X Link](https://x.com/OnlyCFO/status/1887501016868003973)  2025-02-06T13:58Z 31.3K followers, [----] engagements


"I just saw the team org chart from a [----] hot SaaS company and it was hilarious Company had $9M in revenue and they had the below just in HR -SVP People -VP of Remote [---] HR business partners -Head of Talent [---] in recruiting -EA for SVP People All but two of them are gone today"  
[X Link](https://x.com/OnlyCFO/status/1890106629850530056)  2025-02-13T18:31Z 31.3K followers, 28.6K engagements


"You wont become CFO by being the Excel shortcut guy While you may feel cool it isnt what makes you CFO material In factit may hurt you if that is your reputation l"  
[X Link](https://x.com/OnlyCFO/status/1899548306491232482)  2025-03-11T19:49Z 31.3K followers, 14.4K engagements


"Early in my career I thought being the most technical and knowledgeable person in finance would get me to the top. Being smart is important but it will only take you so far. Simply being a likable person that does what they say and is a good communicator is far more important"  
[X Link](https://x.com/OnlyCFO/status/1901329680273408431)  2025-03-16T17:48Z 31.3K followers, [----] engagements


"The CFO of a $13B company being the CEOs father will never be a good idea. Regardless of the outcome of this lawsuit Rippling sued @Deel today. Our lawsuit alleges Deel cultivated a spy at Rippling & orchestrated a long-running trade-secret theft. The spy searched deel in our systems [--] times per day on avg letting him spy on Deels own customers who were considering a switch to Rippling. https://t.co/94Lga5vXc1 Rippling sued @Deel today. Our lawsuit alleges Deel cultivated a spy at Rippling & orchestrated a long-running trade-secret theft. The spy searched deel in our systems [--] times per day"  
[X Link](https://x.com/OnlyCFO/status/1901656174430392397)  2025-03-17T15:25Z 31.3K followers, 20.2K engagements


"Every good CFO I know uses a Mac and Google Sheets"  
[X Link](https://x.com/OnlyCFO/status/1907063068301074925)  2025-04-01T13:30Z 31.3K followers, 36.2K engagements


"Building the actual financial model isnt hard. I can make Excel say whatever the CEO wants. But someone needs to tell them that the plan is stupid and not realistic"  
[X Link](https://x.com/OnlyCFO/status/1912852040881229993)  2025-04-17T12:54Z 31.3K followers, [----] engagements


"Sales reps talking about their closed deals to the CRO"  
[X Link](https://x.com/OnlyCFO/status/1927864484435030480)  2025-05-28T23:08Z 31.3K followers, 14.1K engagements


"Who gets cut in a layoff [--]. Bad performers [--]. Most recent over hires [--]. Role/team hiring mistakes [--]. Roles from a strategy change [--]. Roles from tech efficiencies (AI) People can only prevent #1"  
[X Link](https://x.com/OnlyCFO/status/1928800237033775514)  2025-05-31T13:06Z 31.3K followers, 214.8K engagements


"Build it out in Excel first And then decide what tool you need Has saved me a lot of money and wasted time on purchasing the wrong tool"  
[X Link](https://x.com/OnlyCFO/status/1933219517821522396)  2025-06-12T17:47Z 31.3K followers, [----] engagements


"Here is how I like to break out my ARR waterfall. Then I can highlight revenue growth that might not be durable. All growth isnt created equal"  
[X Link](https://x.com/OnlyCFO/status/1936481760285712532)  2025-06-21T17:50Z 31.3K followers, [----] engagements


"RevenueCats Series C: -Valuation: $500M -$ Raised: $30M primary $20M secondary -ARR: $30M (75% YoY growth) -Cash Burn: $0 (slightly profitable) -ARR Multiple: 16x And this is after just barely rejecting a $500M acquisition offer. Incredible. And just getting started"  
[X Link](https://x.com/OnlyCFO/status/1945837754774151492)  2025-07-17T13:27Z 31.3K followers, 45K engagements


"Why we are in another bubble: -Lots of Chief of Staff openings -Chamath launched a SPAC -There are arguments why gross margins dont matter -Meme stocks are back -Big secondaries for pre-revenue/PMF -Stacks of SPVs are popular -Everyone thinks they are an investing genius"  
[X Link](https://x.com/OnlyCFO/status/1959253418985632025)  2025-08-23T13:56Z 31.3K followers, 30.5K engagements


"Headline: Brex Crosses $700M and Is Nearly Profitable That alone is impressive but the story and trend of Brex is what makes this really awesome. In [----] Brex was struggling and everyone knew it. -Growth was slow -Burn was really high But then"  
[X Link](https://x.com/OnlyCFO/status/1965410691801849896)  2025-09-09T13:43Z 31.3K followers, 17.2K engagements


"Deel went from a $60M valuation to $17.3B in [--] years -$1B+ ARR in [--] years -16% EBITDA margins -Would have the highest Rule of X Score of any public company [-----] IPO candidate Forget time to $100M. How fast can you get to $1B"  
[X Link](https://x.com/OnlyCFO/status/1980264105517965531)  2025-10-20T13:25Z 31.3K followers, 16.4K engagements


"Committing to revenue targets for 2026"  
[X Link](https://x.com/OnlyCFO/status/1986894209421631796)  2025-11-07T20:31Z 31.3K followers, 10.1K engagements


"Investors want high growth AND efficiency. Many operators think they will sacrifice a lot of growth if they push efficiency But I promise youthere is A LOT of waste sitting out there that wont impact revenue 👇 Some thoughts and lessons from Ramp https://www.onlycfo.io/p/driving-efficient-growth-in-2025 https://www.onlycfo.io/p/driving-efficient-growth-in-2025"  
[X Link](https://x.com/OnlyCFO/status/1876996624913723659)  2025-01-08T14:17Z 31.3K followers, 10.2K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing